Monica Neeley

Examiner
DISC Type : sc

Owner - CFO at TMS Delivery INC.

Tulsa, Oklahoma, United States

Overview

Monica Neeley is a finance executive with over 18 years of experience in the transportation industry, holding CFO and co-owner positions at TMS Delivery, Tulsa Trailer, and other family-run businesses. She holds an MBA from Oklahoma State University and specializes in finance, entrepreneurship, and systems implementation, with a track record of successful mergers and acquisitions.

Personality Overview

Process Oriented

Late Adopter

Status Quo Seeker

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Transportation Logistics
As a co-owner and CFO of multiple trucking and logistics companies, this is her core professional focus, with specific experience in heavy haul operations.
Family Business
Works alongside three generations of her family and has spoken about the pride she takes in her family company's culture and legacy.
Entrepreneurship
Co-founded and scaled multiple businesses, including a successful start-up that was sold to a publicly traded global company after only eight years.

Media Appearances

Monica has no verified media appearances

Work History

4-2019
Owner - CFO at TMS Delivery INC.
10-2015 - 7-2022
Financial Analyst at Miller Environmental Transfer
7-2015
Co-Owner at Tulsa Trailer, LLC
5-2005
Corporate Management at Miller Truck Lines, LLC

Education

2001 - 2005
Bachelor from University of Oklahoma
2005 - 2008
Master of Business Administration (MBA) from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Tulsa, Oklahoma, United States Job Level : Leadership Designation : Owner - CFO at TMS Delivery INC.
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Insights For Selling To Monica

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Monica is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Monica

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Monica move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Monica take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Monica

Personality Compatibility


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